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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,266 | $49,199-97.4% | $121,204-99.0% | $75,173-98.3% |
| Participation rate | 64.7% | 55.4%+9.3pp | 69.5%-4.8pp | 67.2%-2.5pp |
| Annual return | 39.63% | 56.04%-16.4pp | 987.18%-947.5pp | 160.72%-121.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $573 | $2,630-78.2% | $4,083-86.0% | $4,126-86.1% |
| Admin fee / account holder | $19 | $3,946-99.5% | $5,651-99.7% | $5,651-99.7% |